Elisabeth Brady | Special Care Financial Planner
Contact Information
Mobile (call only). 781.405.7925
elisabethbrady@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Elisabeth’s financial planning practice focuses on helping families with dependents with special needs, of all ages. As a parent to two children with special needs, Elisabeth understands her clients’ busy day-to-day adventures and knows that planning can be overwhelming. Her practice is a well-rounded, holistic service for families with dependents requiring support as they build their best life. Elisabeth wants to be the go-to resource for her families, allowing them to confidently navigate their worlds and create a plan that truly meets their needs.
As a MassMutual Special Care Planner, Elisabeth can help families with dependents with special needs:
Protect future eligibility for government benefits
Create a Life Care Plan*
Understand the financial and legal issues in special needs planning
“Getting all the moving parts to work together can be challenging, but when they click, the results can be fantastic,” notes Elisabeth.
Elisabeth lives in Haverhill with her husband, children, and their family dog. Elisabeth is a member of the Greater Haverhill Chamber of Commerce, BNI Dynamic Referrals, Haverhill, and the Merrimack Valley Chamber of Commerce. When not spending time with her family or her clients, Elisabeth enjoys giving back to her community through volunteering, including her work as an active member of the Haverhill Special Education Parent Advisory Council (SEPAC).
Elisabeth, a Boston College graduate, is licensed in MA and NH, maintaining her Series 6 and Series 63, and Life and Health (Disability Income Insurance) licenses. She also holds the Chartered Special Needs Consultant designation awarded by The American College.
About SpecialCare
SpecialCare is a program developed by Massachusetts Mutual Life Insurance Company (MassMutual) to provide access to information and resources to families with dependents, of any age, with special needs. The program’s mission is to help educate families and caregivers of people with special needs about the importance and steps in creating a life care plan to help provide a secure financial future.
* A Life Care Plan is a coordinated program of future care planning, financial, and legal strategies for people with disabilities and their families. A Life Care Plan continually changes throughout an individual’s lifetime and is provided by a team that may include your legal and tax advisors as well as insurance and investment professionals.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.